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Water

Water is a local, regulated, and capital hungry business covering collection, treatment, distribution, and the network that leaks along the way. Scarcity and tightening quality rules push spending up regardless of the economic cycle.

67 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
201
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$131M +$1.17M 6 1.03% Increased
202
Adage Capital Partners
Adage Capital Partners
Massachusetts
$127M -$97.5M 6 0.32% Reduced
203
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$126M -$37.2M 5 1.84% Reduced
204
ACI
AMP Capital Investors
Australia
$124M +$8.7M 14 0.74% Increased
205
Silvercrest Asset Management
Silvercrest Asset Management
New York
$124M +$9.75M 9 1.07% Increased
206
AIG
American International Group
New York
$124M -$3.2M 35 0.59% Reduced
207
USS Investment Management
USS Investment Management
United Kingdom
$123M +$536K 8 1.19% Increased
208
Candriam SCA
Candriam SCA
Luxembourg
$123M +$5.49M 9 1.16% Increased
209
BAMCO Inc
BAMCO Inc
New York
$122M -$4.15M 2 0.38% Reduced
210
SEI Investments
SEI Investments
Pennsylvania
$122M +$1.32M 22 0.35% Increased
211
Comgest Global Investors
Comgest Global Investors
France
$122M +$1.29M 1 1.82% Increased
212
Comerica Bank
Comerica Bank
Texas
$119M -$4.59M 22 0.86% Reduced
213
EULAV Asset Management
EULAV Asset Management
Florida
$118M -$1.66K 4 3.48% Reduced
214
CIBC World Markets
CIBC World Markets
New York
$117M +$82.6M 7 1.14% Increased
215
Natixis Advisors
Natixis Advisors
Massachusetts
$116M -$23.3M 12 0.73% Reduced
216
William Blair Investment Management
William Blair Investment Management
Illinois
$114M +$34M 4 0.44% Increased
217
MPIA
Mountain Pacific Investment Advisers
Idaho
$114M -$1.53M 5 9.33% Reduced
218
AC
Alleghany Corporation
New York
$112M -$4.76M 1 5.7% Reduced
219
AMF Tjänstepension
AMF Tjänstepension
Sweden
$112M +$1.49M 4 1.02% Increased
220
Nissay Asset Management
Nissay Asset Management
Japan
$112M +$21.3M 8 1.89% Increased
221
NSCM
New South Capital Management
Tennessee
$111M -$12.1M 2 4.2% Reduced
222
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$110M -$33.6M 20 0.6% Reduced
223
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$110M -$931K 1 4.28% Reduced
224
PRO
Pensioenfonds Rail & OV
Netherlands
$109M $0 1 2.88% Maintained
225
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$109M +$1.17M 12 0.27% Increased